Maltin Wealth Management’s Energy Select Sector SPDR Fund XLE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.4M | Sell |
16,512
-356
| -2% | -$30.2K | 0.63% | 45 |
|
|
2025
Q1 | $1.58M | Buy |
16,868
+543
| +3% | +$50.7K | 0.74% | 42 |
|
|
2024
Q4 | $1.4M | Buy |
16,325
+565
| +4% | +$48.4K | 0.69% | 44 |
|
|
2024
Q3 | $1.38M | Buy |
15,760
+196
| +1% | +$17.2K | 0.67% | 43 |
|
|
2024
Q2 | $1.42M | Buy |
15,564
+155
| +1% | +$14.1K | 0.76% | 42 |
|
|
2024
Q1 | $1.45M | Buy |
15,409
+247
| +2% | +$23.3K | 0.82% | 39 |
|
|
2023
Q4 | $1.27M | Sell |
15,162
-304
| -2% | -$25.5K | 0.81% | 40 |
|
|
2023
Q3 | $1.4M | Buy |
15,466
+420
| +3% | +$38K | 0.98% | 39 |
|
|
2023
Q2 | $1.22M | Buy |
15,046
+905
| +6% | +$73.5K | 0.86% | 38 |
|
|
2023
Q1 | $1.17M | Sell |
14,141
-1,656
| -10% | -$137K | 0.84% | 40 |
|
|
2022
Q4 | $1.38M | Buy |
15,797
+1,153
| +8% | +$101K | 1.01% | 37 |
|
|
2022
Q3 | $1.06M | Buy |
14,644
+149
| +1% | +$10.7K | 0.83% | 43 |
|
|
2022
Q2 | $1.04M | Buy |
14,495
+153
| +1% | +$10.9K | 0.75% | 48 |
|
|
2022
Q1 | $1.1M | Buy |
14,342
+48
| +0.3% | +$3.67K | 0.72% | 47 |
|
|
2021
Q4 | $793K | Buy |
14,294
+583
| +4% | +$32.3K | 0.48% | 63 |
|
|
2021
Q3 | $714K | Sell |
13,711
-87
| -0.6% | -$4.53K | 0.44% | 58 |
|
|
2021
Q2 | $743K | Buy |
13,798
+123
| +0.9% | +$6.62K | 0.45% | 56 |
|
|
2021
Q1 | $671K | Buy |
13,675
+205
| +2% | +$10.1K | 0.44% | 57 |
|
|
2020
Q4 | $511K | Sell |
13,470
-1,694
| -11% | -$64.3K | 0.36% | 61 |
|
|
2020
Q3 | $454K | Buy |
15,164
+244
| +2% | +$7.31K | 0.32% | 60 |
|
|
2020
Q2 | $565K | Sell |
14,920
-11,229
| -43% | -$425K | 0.43% | 53 |
|
|
2020
Q1 | $760K | Buy |
+26,149
| New | +$760K | 0.65% | 41 |
|